Privatkundenberater (m/w/d) – Unbefristete Festanstellung in der Finanzbranche
Core
Providing holistic financial advice and developing tailored solutions for private clients.
Role type
Private banking advisor
Builds
Personalized financial solutions and long-term client relationships
Domain
Banking and financial services
Deliverable
client delivery
Required skills
Financial product knowledge, cross-selling, relationship management, communication, sales orientation, independent work
Preferred skills
Securities experience, additional financial training
Technologies
N/A
Responsibilities
Advise private clients on products from own portfolio and partners, identify cross-selling opportunities, build and maintain long-term client relationships
Seniority
Entry to Mid-level